The New and Improved Inflation Hedge With Chris Dunn

FEATURING THE HOST OF WE TALK MONEY PODCAST, CHRIS DUNN @ChrisDunnTV   When you ask someone the main reason why they invest, they are likely to respond with: “to grow my money, and beat inflation”. Over the past decade, inflation has been rather muted. Investors in equities have been handsomely rewarded with low interest rates, low inflation and … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Stock-based Compensation: A Love/Hate Relationship with Simon Erickson

FEATURING 7 INVESTING’S, FOUNDER & CEO, SIMON ERICKSON @7Innovator   In today’s full-throttle world, we’ve gone numb to hearing about stock-based compensation. During earnings calls, we yawn or mentally check out when companies start talking about their “adjusted earnings” or their “adjusted margins”. We already know and have come to accept that Silicon Valley’s fast-growing tech … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Expert Tips: Model Portfolios

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Create Portfolio Sleeves Performance Net of Advisor Fees Blended Benchmarks Sharing Model Portfolios Side by Side Portfolio Reports Upload … Continued

Expert Tips: Fundamental Charts

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: View Charts in New Design Fed Funds Target & Effective Rates Charting EPS Estimates vs. Actuals Overlay Recessions  Short … Continued

Expert Tips: Stock Screener

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Quickflows Screen for Innovative Companies Screen on Strategy-Focused Indices Set Alerts on Screens Overlapping Fund Holdings Fundamental Score Upside/Downside … Continued

Expert Tips: Dashboard

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Quickflows Your Watchlists in the Earnings Calendar Access YCharts on Your Phone Mutual Fund Investment Strategies Key Stats Comparison … Continued

Expert Tips: Fund Screener

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Mutual Fund & ETF Flow Report Screen for ESG & SRI Funds Discount or Premium to NAV Fund Flows … Continued